SigningHub enables you to save your frequently used documents in the library for future use. In this way when you need approvals on the similar documents again, you can simply add them from SigningHub Library to initiate the workflows. From the library section, individual users can manage (Add, Edit, Delete and Move) their personal documents. The users can manage their personal library documents better by creating personal library folders and moving documents between folders.
Click "Configuration" then click "Library" under Documents options in Personal Configuration section.
Your folders will be list in "Folders" section.
Click "Configuration" then click "Library" under Documents options in Personal Configuration section.
Click "New folder" button in Folders section.
Enter the name of the folder you want to create and click on the "Save" button, in the right panel. The maximum length of the folder name is 255 characters.
Click "Configuration" then click "Library" under Documents options in Personal Configuration section.
Select the desired folder and click "Rename" in the right panel.
Rename the personal library document folder and click the "Save" button.
Click "Configuration" then click "Library" under Documents options in Personal Configuration section.
Select the desired folder and click "Delete" in the right panel.
Click "Delete" in the confirmation dialogue.
You can not create/rename a personal library document folder with the same name as of an existing personal library document folder.
Click "Configuration" then click "Library" under Documents options in Personal Configuration section.
In case you are logged in as an Enterprise user, select "Personal" from the "Type" drop down available at top-right of the screen.
The "Folder" drop down can be used if you want to view personal documents added to a specific folder. The "Folder" drop down will appear, if there is at least one personal library document folder created. Your personal documents will be listed. The document with a configured template will be showing the template name next to it.
Click "Configuration" then click "Library" under Documents options in Personal Configuration section.
Select "Enterprise" from the drop down available at top-right of the screen. The "Folder" drop down can be used if you want to view enterprise documents added to a specific folder. The "Folder" drop down will appear, if there is at least one enterprise library document folder created. The document with a configured template will be showing the template name next to it.
Click "Configuration" then click "Library" under Documents options in Personal Configuration section.
In case you are logged in as an Enterprise user, ensure "Personal" is selected from the top-right drop down of the screen.
Click "Add document" button.
Browse your document(s) from your system to upload. You can also drag and drop your document(s) to the right panel.
(Optionally) you can select a folder for each document to move in to. Your personal library document folders will only be listed in the drop down, if there is at least one personal library document folder created. (Optionally) you can also select a template for each document to apply pre-configured workflow settings on it. Your personal templates (and enterprise templates in case you are an enterprise user) will be listed in the drop down.
Click the "Upload" button.
Click "Configuration" then click "Library" under Documents options in Personal Configuration section.
In case you are logged in as an Enterprise user, ensure "Personal" is selected from the top-right drop down of the screen.
Select the desired document and click "Edit" button in the right panel.
Edit the required content i.e. Document name, Template or Folder.
Click the "Save" button.
Click "Configuration" then click "Library" under Documents options in Personal Configuration section.
In case you are logged in as an Enterprise user, ensure "Personal" is selected from the top-right drop down of the screen.
Select the desired document and click "Move to folder" button in the right panel.
Select the folder into which you want to move the document and click the "Move" button. If you want to create a new folder, click on the "New Folder" button.
Click "Configuration" then click "Library" under Documents options in Personal Configuration section.
In case you are logged in as an Enterprise user, ensure "Personal" is selected from the top-right drop down of the screen.
Select the desired document and click "Delete" button in the right panel.
Click "Delete" in the confirmation dialogue.
Each supported document is automatically converted into PDF format, before bringing it to the SigningHub platform.
​An enterprise user cannot edit or delete the enterprise document(s).
An enterprise user will only able to view the enterprise templates that are allowed under "Allowed Templates" against their user role in the enterprise settings.
In case the configured enterprise template has been disallowed under "Allowed Templates" against their user role in the enterprise settings, the template will not be applied.
An enterprise user will only able to view the enterprise documents that are allowed under "Allowed Library Documents" against their user role in the enterprise settings.
